Ci Private Wealth, LLC Sells in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGS
Wisdomtree Emerging Markets Sm

ETFs
-15K
- 70.79%
$54.85 - $58.99 $822K - $884K
6.19K $353K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-411
- 3.38%
$159.87 - $247.68 $65.7K - $102K
11.7K $2.09M
EMN
Eastman Chemical CO

Basic Materials
-4.25K
- 9.34%
$58.79 - $81.56 $250K - $347K
41.3K $2.6M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-11.4K
- 45.08%
$61.86 - $71.34 $703K - $810K
13.8K $887K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-21.8K
- 31.92%
$39.42 - $42.19 $858K - $919K
46.4K $1.95M
ABEV
Ambev S.A.

Consumer Defensive
-102K
- 3.5%
$2.15 - $2.49 $220K - $255K
2.83M $6.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-37.2K
- 22.59%
$28.92 - $32.19 $1.07M - $1.2M
127K $4.06M
PSTG
Pure Storage, Inc.

Technology
-18.8K
- 58.95%
$54.47 - $88.29 $1.02M - $1.66M
13.1K $1.1M
GIS
General Mills Inc

Consumer Defensive
-9.03K
- 4.65%
$48.44 - $53.83 $438K - $486K
185K $9.34M
EBAY
Ebay Inc

Consumer Cyclical
-41.9K
- 22.38%
$75.33 - $100.77 $3.16M - $4.22M
145K $13.2M
UGI
Ugi Corp

Utilities
-15.4K
- 28.56%
$32.64 - $37.14 $502K - $571K
38.5K $1.28M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-15.5K
- 30.24%
$45.07 - $47.56 $700K - $738K
35.8K $1.65M
KIM
Kimco Realty Corp

Real Estate
-33.8K
- 45.32%
$20.74 - $22.79 $701K - $771K
40.8K $891K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-18.9K
- 44.0%
$40.15 - $43.86 $758K - $828K
24K $1.05M
WAT
Waters Corp

Healthcare
-1.25K
- 21.03%
$277.72 - $357.04 $347K - $447K
4.7K $1.41M
PEAK
Healthpeak Properties, Inc.

Real Estate
-35.1K
- 34.06%
N/A
67.9K $1.29M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-8.17K
- 10.48%
$101.12 - $106.18 $826K - $868K
69.8K $7.19M
TYL
Tyler Technologies Inc

Technology
-623
- 13.15%
$522.22 - $611.76 $325K - $381K
4.12K $2.15M
DLR
Digital Realty Trust, Inc.

Real Estate
-3.28K
- 5.4%
$161.21 - $180.02 $528K - $590K
57.4K $9.93M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-7.49K
- 9.3%
N/A
73K $6.27M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-10.4K
- 19.83%
$90.62 - $107.71 $944K - $1.12M
42.1K $4.15M
COOP
Mr. Cooper Group Inc.

Financial Services
-5.12K
- 71.51%
$143.29 - $220.9 $734K - $1.13M
2.04K $430K
ONTO
Onto Innovation Inc.

Technology
-6.85K
- 77.92%
$90.0 - $136.73 $617K - $937K
1.94K $250K
DEO
Diageo PLC

Consumer Defensive
-2.06K
- 2.58%
$93.64 - $115.33 $193K - $238K
77.8K $7.43M
MKSI
Mks Instruments Inc

Technology
-7.77K
- 57.0%
$89.62 - $129.92 $696K - $1.01M
5.86K $725K
LKQ
Lkq Corp

Consumer Cyclical
-10.4K
- 22.14%
$29.24 - $39.21 $305K - $409K
36.7K $1.12M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-972
- 9.68%
$422.75 - $485.53 $411K - $472K
9.07K $3.91M
PPC
Pilgrims Pride Corp

Consumer Defensive
-11.1K
- 31.25%
$40.22 - $50.41 $447K - $560K
24.5K $995K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-54K
- 71.65%
$10.9 - $11.58 $589K - $626K
21.4K $245K
NDAQ
Nasdaq, Inc.

Financial Services
-3.15K
- 0.97%
$86.73 - $96.94 $273K - $305K
320K $28.3M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-11.7K
- 10.96%
$50.82 - $51.09 $593K - $596K
94.8K $4.84M
RELY
Remitly Global, Inc.

Technology
-5.36K
- 2.64%
$15.79 - $20.25 $84.6K - $109K
198K $3.22M
PFS
Provident Financial Services Inc

Financial Services
-35.3K
- 64.25%
$17.9 - $20.32 $632K - $718K
19.7K $378K
ED
Consolidated Edison Inc

Utilities
-6.04K
- 4.34%
$95.57 - $105.36 $578K - $637K
133K $13.4M
NUE
Nucor Corp

Basic Materials
-6.98K
- 11.38%
$133.3 - $150.33 $930K - $1.05M
54.3K $7.36M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-5.05K
- 10.43%
$117.65 - $120.08 $594K - $606K
43.3K $5.18M
PPG
Ppg Industries Inc

Basic Materials
-899
- 1.61%
$103.65 - $119.07 $93.2K - $107K
54.9K $5.78M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-6.93K
- 22.37%
$98.56 - $110.68 $683K - $767K
24.1K $2.64M
NRG
Nrg Energy, Inc.

Utilities
-4.06K
- 6.68%
$144.77 - $173.91 $588K - $707K
56.8K $9.19M
MNDY
Monday.Com Ltd.

Technology
-1.07K
- 35.76%
$171.46 - $309.62 $183K - $330K
1.92K $371K
SUB
Ishares Short Term National Mu

ETFs
-5.72K
- 5.56%
$106.17 - $107.3 $607K - $613K
97.1K $10.4M
ADMA
Adma Biologics, Inc.

Healthcare
-19.6K
- 25.3%
$14.66 - $19.91 $287K - $390K
57.8K $847K
TECK
Teck Resources LTD

Basic Materials
-16.5K
- 31.64%
$31.27 - $44.1 $515K - $726K
35.6K $1.56M
VMC
Vulcan Materials CO

Basic Materials
-5.3K
- 22.69%
$260.62 - $307.62 $1.38M - $1.63M
18.1K $5.56M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-8.24K
- 30.91%
$82.29 - $90.77 $678K - $748K
18.4K $1.67M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-61.1K
- 30.81%
$13.29 - $16.05 $812K - $981K
137K $2.19M
MSEX
Middlesex Water CO

Utilities
-9.81K
- 49.08%
$51.52 - $56.15 $506K - $551K
10.2K $550K
FSK
Fs Kkr Capital Corp

Financial Services
-16.6K
- 34.34%
$14.93 - $22.48 $248K - $373K
31.7K $473K
WTM
White Mountains Insurance Group LTD

Financial Services
-251
- 29.56%
$1671.52 - $1869.81 $420K - $469K
598 $999K
Activity Summary
Buys All Purchases 1367 New Holdings 266 Increased Positions 1101 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 11 Puts 14
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